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BC

Burney Company Portfolio holdings

AUM $3.2B
1-Year Est. Return 27.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.32B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$13.4M
3
+$13.3M
4
ABT icon
Abbott
ABT
+$11M
5
AME icon
Ametek
AME
+$7.04M

Top Sells

1
+$10.5M
2
+$9.37M
3
+$7.34M
4
CVA
Covanta Holding Corporation
CVA
+$6.73M
5
CAH icon
Cardinal Health
CAH
+$5.27M

Sector Composition

1 Technology 21.38%
2 Financials 14.94%
3 Consumer Discretionary 14.66%
4 Healthcare 13.95%
5 Industrials 12.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$61K ﹤0.01%
15,005
577
$58K ﹤0.01%
3,333
578
$36K ﹤0.01%
+1,000
579
$17K ﹤0.01%
13
580
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-3,654
581
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587
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-900
588
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589
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-1,505
590
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592
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593
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